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| Raleigh, NC

CAPTRUST Tampa Office Welcomes New Colleagues

Wealth client service team to onboard four industry veterans

RALEIGH, NC (8.6.2018) – CAPTRUST, one of the nation’s leading independent wealth management and institutional investment advisory firms, with more than $278 billion in client assets, announces four new colleagues to join the firm. Christina Culver, client management consultant; Deanna Keating, senior client management consultant; Adam Rezendes, client management consultant; and Debbie Tucker, senior client management consultant will be working in CAPTRUST’s Tampa office. All four will be supporting our wealth client service team. 

“The Tampa Bay area continues to be a strong growth market for CAPTRUST. I am excited to add to our experienced team of investment professionals and reinvest back in the Tampa community. These individuals will be working with clients in our wealth management group and with our retirement, and nonprofit endowment and foundation clients,” said CAPTRUST’s Eric Bailey.

Culver joins CAPTRUST from Ameriprise Financial where she was a client service associate. Prior to Ameriprise, Culver was an executive assistant at JHS Capital Advisors. As a client management consultant, Culver will be assisting advisors, servicing clients, and supporting their financial planning needs.

Keating joins CAPTRUST from PNC where she was an assistant vice principal/banking advisor. Prior to PNC, Keating was a vice president, senior relationship manager, and client service team leader for The Bank of New York Mellon. She brings a wealth of experience to CAPTRUST, where her work will focus on collaborating with clients to identify their needs and creating investment and financial planning solutions.

Rezendes comes to us from Mercer Global Advisors where he was a client associate. Prior to Mercer, Rezendes was a relationship associate at Fiduciary Trust International. In his new role of client management consultant at CAPTRUST, Rezendes’ primary focus will be supporting our wealth client service team with customized financial planning.

Tucker comes to us from Prudential Financial Group where she was a key account director. Prior to Prudential, Tucker was a relationship manager at Lincoln Financial Group. As a senior client management consultant with CAPTRUST, she will be responsible for achieving client satisfaction, long-term client retention, and development of investment and financial planning solutions.

“This is a great crop of new talent for us. I can’t wait for our clients to meet them,” said CAPTRUST CEO J. Fielding Miller.

For media inquiries regarding this press announcement, or to speak to a CAPTRUST spokesperson, please contact CAPTRUST@ficommpartners.com. For information about joining the CAPTRUST team, visit www.captrustadvisors.com/advisorgrowth.

 

About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, endowments and foundations, and executives and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets from its offices located across the U.S.